...a large share of the $900M+ in total fees Raydium generated last year. ...In other words: Raydium made more total fees than Pump, largely because Pump fed them the flow....For Pump.fun deployed pools Raydium takes 12% or 3bps of 25bps*.)...Even if PumpSwap only captures 75% of the volume Raydium did via Pump (this assumes Raydium will be able...

The competition stems from Pump’s strategic decision on March 12th to cut Raydium out of its trading...Since cutting Raydium out of graduated token trading, Pump has brought in an additional $108 million...This represents a dramatic recapture of value that was previously flowing to Raydium, a far cry from...

Raydium commands 10.4x with 12% of its fees going to buybacks....While Jupiter, Raydium, and Hyperliquid average 39x FDV/earnings, the casino tokens sit at 3.87x (RLB...

The growth of memecoins on Solana has helped Raydium capture a large market share in the spot DEX market...The success of Hyperliquid and Raydium demonstrates the massive untapped demand for institutional-grade...

This suggests that in order to challenge DEXs like Uniswap, Raydium and Orca, HL will have to find a...

I had some thoughts on this the other day on what it meant to Raydium, and I believe it will put significant...will take the opposite view of this. pump owns the user, raydium is just back-end infra. even when users...go to trade after bonding they go to jupiter. most prob don’t even realize they’re raydium pools. much...

As memecoin trading on platforms like Pump.fun and Raydium surges, competition for transaction priority...

For DEXs the answer is generally yes — if Raydium increased its take rate 50 bps for example, Jupiter...means you will interface with Uniswap as a standalone Uniswap App, Aave as a standalone Aave app, and Raydium...spot trading volume, driven by memecoin activity through pump.fun and increased trading activity on Raydium...

Jupiter/Raydium come to mind as the native DEX on Solana, Uniswap for Ethereum, and so on.

Raydium and PumpSwap have proved that.

...have been launched on pump.fun, with over 50,000 graduating beyond the bonding curve onto Solana’s Raydium...rug-pull dilemma (via locked liquidity mechanisms when new tokens graduate beyond the bonding curve to Raydium...

Raydium for example is now on track to generate $33M in annual protocol revenue while Jupiter has yet...While Raydium may certainly be undervalued to some degree, I would argue that Jupiter’s premium is a...

Coinbase Q2 Earnings Set For August 1st – (Curated in Delphi Reads) Jito and Raydium Generated More Fees...

META has a lot of work to do before it reprices to the level of a Drift or Raydium, but there is a path...

There are parallels here with “meme coin infrastructure” beneficiaries such as pump.fun, raydium, or...

Things like Pump Fun, Raydium, Polymarket in Q3-Q4 2024, Banana Gun, Hyperliquid, and more.

Implications of Pump.fun AMM and Raydium (RAY) selloff Live Q&A This episode was recorded on February...

This is the example we gave above, with Pump.fun and Raydium....Kamino manages $2.2B of capital with 20 employees (>$100M per employee), and Raydium has done >...These numbers underestimate the efficiency of smart contracts as both Kamino and Raydium can grow assets...

...decision was met with mixed reactions from their largely ETH maxi community, the choice makes sense — as Raydium...

Jupiter – Solana’s leading DEX aggregator – is now valued at 8.7 times Raydium, despite capturing a fraction...